Hopkins Investment Management

Brown Advisory, located in Baltimore, is an investment firm. It serves various institutions, corporations and high-net worth investors by providing the insight, balance, diversification and good planning of their complex financial circumstances. It also assists to enhance the wealth of a firm through various wealth preservation solutions. It offers various other services that include investment management and brokerage services. It also provides a comprehensive range of research services for the private clients. Its investment representatives have access to the various research resources through its daily research meetings, written reports, databases and individual meetings and conversations with the analysts. In addition, Brown Advisory offers various other services that include tax returns and compliance, principal and income accounting, management of trust distributions and fiduciary services.

Lynx Investment Advisory is an independent investment advisory firm based in Washington, DC, proudly serving a diverse clientele that includes non-profits, foundations, endowments, retirement plans, high net worth individuals, and family offices. The firm specializes in asset allocation, investment manager research, and performance analysis, while maintaining a commitment to fiduciary responsibility and exceptional client service. With a focus on delivering tailored investment solutions, Lynx offers a range of services including performance reporting, strategic asset allocation, and tax planning strategies. Their knowledgeable team is dedicated to fostering strong client relationships and providing ongoing communication to ensure client needs are met effectively. Generated from the website

Compass Investment Advisors Investors who follow a plan can be in a better position to work towards their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance in concert with integrated practices in portfolio management.